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Thread: Market Action

  1. #591
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    Investor sentiment is lowest since 1987, when AAII started
    to keep track of it.

    https://ca.finance.yahoo.com/news/in...164256647.html

  2. #592
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    What comes next:
    -------------------

    This is from a report by David Rosenberg in The Globe and Mail
    today December 31, 2022.

    A few points:

    ----high prices are not inflationary. Price momentum is inflationary.
    Prices stayed high throughout the Volcker years.

    ----for a recession to subside you have to have treasury yields
    coming down by minimum 1.60 %

    ----no recession has bottomed until
    a) Fed stopped tightening
    b) we are deep in the recession
    c) reestablishing a normal yield curve

    ----cash was king in 2022,
    ----treasuries will be king in 2023
    ----equities will be king in 2024

    ----first asset class to enter a bear market is always
    the first asset class to come out of the bear market

    ----the author has turned bullish on long term treasuries

    ----inflation goes down in all recessions

  3. #593
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    Retail investors buy, corporate insiders sell.

    https://www.zerohedge.com/markets/co...-buyers-strike

  4. #594

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    Quote Originally Posted by oak333 View Post
    ----treasuries will be king in 2023
    Retired, I hate stock risks and inflation tends to eat my lunch.
    I did pick up effectively 4.6% Treasuries. Which can be viewed as 30% better than a 25% loss in the market.
    Example: You have 400k and are considering another rental property or two. Buy the treasury.
    $18,400 a year (after property taxes, insurance, maintenance and midnight phone calls for repairs) compares pretty favorably.
    The only difference is depreciation write down. And that takes a while to happen.
    - UPDATED-
    2.4 BILLION people still cook with manure as their fuel.
    3.0 BILLION more people will be born in the next 30 years.

    IEA, Number of people without access to clean cooking by scenario, 2021-2030, IEA, Paris

    More energy. Not less.

  5. #595
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    It looks like the Fed and the Wall Street are at odds.

    https://finance.yahoo.com/news/defia...211110398.html

    The Fed put the markets on notice:

    "Runups in risky assets are a concern, fuelling an unwanted easing on
    financial conditions."

  6. #596
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    https://ca.finance.yahoo.com/news/da...183540953.html

    This is a very good report by David Rosenberg.

    I will mention only two things:

    ----silly season in equities is back

    ----bonds are fighting the Fed

  7. #597
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    The "Big Short" Michael Burry has only word to give
    as investment advice: "Sell."

    https://ca.finance.yahoo.com/news/bi...111211043.html

  8. #598
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    From BlackRock investments:

    "Major central banks to hike rates and to keep them higher,
    counter to market views for cuts this year. We see this
    disconnect resolving and favouring higher rates."

    https://www.blackrock.com/us/individ...kly-commentary

  9. #599
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    Petrobras again.

    https://ca.finance.yahoo.com/quote/P....tsrc=fin-srch

    You read it well: dividend yield (forward) = 68 %

    Market capitalization= 75 US $ billion

    It is a government owned company- aka not going bankrupt

    Founded October 1953 ie 70 years ago.

  10. #600

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    NYMT 13.5% dividend.

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